Atlanta Consulting Group Advisors’s Reaves Utility Income Fund UTG Stock Holding History

Atlanta Consulting Group Advisors’s Portfolio UTG Stock Details UTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$853K	Buy	20,938 +49	+0.2%	+$2.05K	0.14%	93
2026 Q1	$821K	Buy	20,889 +51	+0.2%	+$1.99K	0.18%	67
2025 Q4	$766K	Buy	20,838 +53	+0.3%	+$2.02K	0.17%	70
2025 Q3	$824K	Sell	20,785 -3,749	-15%	-$141K	0.2%	60
2025 Q2	$888K	Buy	24,534 +53	+0.2%	+$1.77K	0.24%	49
2025 Q1	$797K	Buy	24,481 +1,486	+6%	+$48.9K	0.23%	54
2024 Q4	$729K	Buy	+22,995	New	+$756K	0.27%	56
2024 Q2	–	Sell	-13,595	Closed	-$367K	–	138
2024 Q1	$367K	Buy	+13,595	New	+$359K	0.13%	87

Other funds holding UTG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Atlanta Consulting Group Advisors's UTG Position: Q2 2026 in Review

Atlanta Consulting Group Advisors increased its Reaves Utility Income Fund (UTG) stake by 0.23% in Q2 2026, buying an estimated $2.05K and bringing the position to 20,938 shares worth $853K. The position accounts for 0.14% of the portfolio, ranked #93.

Atlanta Consulting Group Advisors first reported a position in UTG in Q1 2024 and has held it in 8 quarters since. The position peaked at $888K in Q2 2025. 263 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

Atlanta Consulting Group Advisors held 20,938 shares of Reaves Utility Income Fund worth $853K as of Q2 2026.
Atlanta Consulting Group Advisors bought 49 Reaves Utility Income Fund shares in Q2 2026, an estimated $2.05K.
Reaves Utility Income Fund made up 0.14% of Atlanta Consulting Group Advisors's portfolio in Q2 2026, its #93 holding.
Atlanta Consulting Group Advisors first reported a position in Reaves Utility Income Fund in Q1 2024 and has held it in 8 quarters since.
Atlanta Consulting Group Advisors's Reaves Utility Income Fund position peaked at $888K in Q2 2025.
263 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Atlanta Consulting Group Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.